We are seeking a dedicated and experienced Family Office Consultant to join our team on a full-time basis. As a Family Office Consultant, you will provide comprehensive advisory services to high-net-worth families and family offices, managing their wealth, investments, and financial affairs. Your role will involve delivering personalized financial strategies, overseeing operations, and coordinating with external advisors to meet the unique needs and goals of our clients.
Roles And Responsibilities
Client Relationship Management: Serve as the primary point of contact and trusted advisor for high-net-worth families and family offices. Build strong relationships based on trust, confidentiality, and personalized service.
Wealth Management: Develop and implement customized wealth management strategies, including investment portfolio management, asset allocation, risk management, and tax optimization.
Financial Planning: Conduct comprehensive financial analyses, cash flow management, estate planning, and philanthropic planning to support long-term financial goals and intergenerational wealth transfer.
Advisory Services: Provide strategic advice on complex financial decisions, including business investments, real estate transactions, succession planning, and asset protection strategies.
Operational Oversight: Oversee the day-to-day operations of the family office, including budgeting, financial reporting, expense management, and coordination with external service providers (e.g., legal, tax, investment advisors).
Risk Assessment and Mitigation: Identify and mitigate financial risks, including market volatility, regulatory changes, and economic uncertainties, through proactive planning and risk management strategies.
Governance and Compliance: Ensure compliance with legal and regulatory requirements related to family office operations, investments, tax filings, and reporting.
Education and Communication: Educate family members on financial matters, investment strategies, and wealth preservation techniques. Facilitate family meetings and governance structures to promote effective decision-making and family harmony.
Compensation
The compensation package for this position includes a competitive base salary commensurate with experience and qualifications.
Performance-based incentives or bonuses based on client retention, satisfaction, and business development achievements.
Comprehensive benefits package including health insurance, retirement plans, paid time off, and professional development opportunities.
Opportunities for career advancement within a supportive and client-focused work environment committed to excellence in family office consulting.
Seniority level
Entry level
Employment type
Full-time
Job function
Other
Industries
Business Consulting and Services
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